Plan Ledger DOL Form 5500 · updated monthly

Plains Hospital, Inc.403(b)

CLARK FORK VALLEY HOSPITAL 403(B) PLAN · PLAINS, MT · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Plains Hospital, Inc. reported $3,300 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $761 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.028% to 0.026%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 102nd-largest of 229 plans among Montana employers on file, and the 4,712th of 11,911 in health care & social assistance. In 2024, employees put in $3.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,887,931
Participants with balances131
Active participants243
Employer contributions$184,902
Employee contributions$613,283
Employer contribution per active participant$761
Average account balance$106,015
Benefits paid to participants$813,842
Plan auditUnmodified (clean) audit opinion
AuditorDZA PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.9M · 131 accts · $185K emplr
2023$11.7M · 129 accts · $178K emplr
2022$9.9M · 139 accts · $202K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,234
Total administrative$3,300
Employer contributions to the Plains Hospital, Inc. plan · 2024
Employer contribution per active participant$761
Median for plans this size$2,416
2024$761 per active participant
2023$703 per active participant
2022$866 per active participant

Plains Hospital, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
RAYMOND JAMES & ASSOCIATES · Investment advisory (plan)$42,991
RANDALL & HURLEY, INC. · Contract administrator$11,729
CAPITAL GROUP RETIREMENT PLAN SERVI$969

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$3,300 · 0.03%
2023$2,512 · 0.02%
2022$3,048 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Montana
Northern Montana Hospital MT$18.5M · 0.30%
Charlie Health, Inc. MT$14.6M · 0.71%
Partners in Home Care, Inc. MT$11.8M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810475376 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.